-27.1%
RKT vs ETSY
-45.6%
+18.5%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.6% | -1.7% | -0.7% |
| 7D | -6.3% | -4.9% | -1.4% | -4.5% |
| 30D | -6.2% | -8.6% | +2.4% | -3.2% |
| 3M | -1.9% | +4.8% | -6.6% | -4.0% |
| 6M | -13.0% | +38.1% | -51.1% | -23.9% |
| YTD | -31.9% | +31.2% | -63.2% | -39.8% |
| 1Y | -37.6% | +22.1% | -59.7% | -44.0% |
| 3Y | +36.8% | +12.2% | +24.6% | +19.8% |
| 5Y | -9.7% | -66.5% | +56.7% | +11.6% |
| All | -27.1% | -45.6% | +18.5% | -28.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ETSY.
Daily Out/Under-Performance
Portfolio return minus ETSY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ETSY return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded ETSY wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling